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APHQX vs JVMSX
APHQX vs JVMSX Comparison
Open Charts APHQX vs JVMSX
Artisan Mid Cap Value Institutional
Price$15.76
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.01B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
APHQX vs JVMSX Comparison Chart in %
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APHQX vs. JVMSX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APHQX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. APHQX (1.01B). APHQX pays higher dividends than JVMSX: APHQX (0.73) vs JVMSX (0.42). APHQX was incepted earlier than JVMSX: APHQX (13 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than APHQX (0.95). JVMSX is a more actively managed with annual turnover of: 47.00 vs. APHQX (23.41). JVMSX has a lower initial minimum investment than APHQX: JVMSX (0) vs APHQX (1000000). APHQX (3.05) and JVMSX (3.00) have marching annual gain over last year. JVMSX return over 5 years is better than : 60.52 vs. APHQX (6.67).
| APHQX | JVMSX | APHQX / JVMSX | |
| Total Expense Ratio | 0.95 | 1.25 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.26 | 75% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 1.743 | 8.206 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 22.6B | 4% |
| Annual Yield % from dividends | 0.73 | 0.42 | 174% |
| Returns for 1 year | 3.05 | 3.00 | 102% |
| Returns for 3 years | -12.67 | 22.77 | -56% |
| Returns for 5 years | 6.67 | 60.52 | 11% |
| Returns for 10 years | -31.74 | 44.56 | -71% |
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